Welcome to the Estate Planning Council of Cape Cod website.
For Business Owners Planning for What's Next
Exiting your business is a key decision. With a solid strategy, you can secure your legacy, maximize value, and retire on your terms. At Rockland Trust, we help business owners grow, protect, and transition their life's work.
In this 4-part webinar series How to Exit Your Business & Retire with Confidence, Rockland Trust will walk you through the real-life steps of preparing for exiting your business, including:
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How do I purposefully exit my business?
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Can I enhance the value of my business before transitioning?
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Impact of dependency on the owner, a few customers, vendors, and key employees
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Creating an integrated financial plan
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Session 2: When is My Business Ready? How Do I Know?
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Session 3: How Do I Know When I am Ready to Retire?
- Session 4: Enhancing Value and Being Ready to Exit Your Business?
Estate Planning Council of Cape Cod is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.